Intro

Given the growing need of our organization to monitor and manage goals in an efficient and integrated manner, I am requesting the development of a goal management framework on the ClickUp platform, similar to the Power BI Goals resource.

Project Objectives

Define and Manage Goals: Create functionality that allows you to define goals and sub-goals in a hierarchical way.

Progress Monitoring: Implement a way to monitor the progress of the goals in real time, integrating with the data already present in ClickUp.

Intuitive visualization: Develop dashboards and reports that clearly and intuitively present the status of goals and KPIs.

Collaboration: Facilitate collaboration between team members with real-time updates, comments, and notifications.

Progress History: Keep a detailed history of the progress of the goals for later analysis.

Project Requirements

Creating Goals and Subgoals

Interface for defining main and sub-goals.

Option to describe qualitative and quantitative objectives.

Progress Updates

Method for manually or automatically updating progress.

Integration with other existing ClickUp tools and data.

Monitoring KPIs

Definition and tracking of KPIs related to the goals.

Automatic alerts for unmet or at-risk goals.

Real-Time Collaboration

Functionality for comments and discussions on each goal.

Automatic notifications about updates and changes.

Goal View

Customizable dashboards that show the current state of the goals.

Easy-to-interpret graphs and reports.

Progress History

Historical record of all goal updates and changes.

Retrospective analyses based on historical data.